See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,016 | $80,717-95.0% | $154,803-97.4% | $84,808-95.3% |
| Participation rate | 62.7% | 66.8%-4.1pp | 78.1%-15.4pp | 68.3%-5.6pp |
| Annual return | 0.00% | 37.96%-38.0pp | 58.88%-58.9pp | 40.90%-40.9pp |
| Employer contribution / active EE | $991 | $2,761-64.1% | $4,305-77.0% | $2,631-62.3% |
| Participant deferral / active EE | $1,366 | $3,303-58.6% | $5,540-75.3% | $4,212-67.6% |
| Admin fee / account holder | $145 | $6,746-97.9% | $14,329-99.0% | $7,344-98.0% |